How to Remove Contacts From Group Act! by Sage 2007

Remove contacts from a group in Act! 2007.

ACT! 2007 is a customer relationship management software used by sales staff, managers and other professionals who track their interactions with people as an integral part of their job. ACT! is specifically designed to track people, companies and groups of contacts for business purposes. A group is a set of contacts or companies that have been chosen with a set of criteria. Remove a contact from a group in a few simple steps.

Instructions

Removing contacts that were added manually.

1. Select the group you wish to edit by clicking on it in the group list or group detail view.

2. Click on "Group Membership, Add/remove Contacts." An add/remove contacts box will appear on your screen.

3. Click on the contacts button to open the contacts box.

4. Select "All Contacts" for a list of all of the contacts that were manually added to your group.

5. Select each contact you wish to remove on the right side of the screen and click the left arrow box to remove them.

6. Click on the "OK" button to accept changes, and "OK" again to close the dialog box.

Removing contacts that were added with criteria

1. Follow steps 1 and 2 above to open the add/remove contacts box.

2. Click on "Edit Criteria." A dialog box will open on your screen with the previously specified criteria listed.

3. Choose the criteria listed that you wish to remove by clicking once to highlight it.

4. Click on "Remove." Repeat with any additional criteria you wish to remove.

5. Click "OK" once to apply the changes you have made, and "OK" again to close the dialog box.

References

• Sage Customer Support